Wealthstreet Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$20K	Hold	191	–	–	0.54%	40
2021 Q4	$22K	Hold	191	–	–	0.54%	38
2021 Q3	$22K	Hold	191	–	–	0.61%	37
2021 Q2	$22K	Sell	191 -11,052	-98%	-$1.27M	0.11%	66
2021 Q1	$1.28M	Buy	11,243 +1,000	+10%	+$116K	0.12%	149
2020 Q4	$1.21M	Buy	10,243 +2,500	+32%	+$294K	0.12%	148
2020 Q3	$915K	Buy	7,743 +4,419	+133%	+$524K	0.1%	158
2020 Q2	$393K	Hold	3,324	–	–	0.05%	242
2020 Q1	$383K	Hold	3,324	–	–	0.06%	218
2019 Q4	$373K	Hold	3,324	–	–	0.04%	261
2019 Q3	$373K	Sell	3,324 -87	-3%	-$9.78K	0.05%	253
2019 Q2	$380K	Hold	3,411	–	–	0.05%	255
2019 Q1	$372K	Buy	3,411 +191	+6%	+$20.5K	0.05%	258
2018 Q4	$343K	Buy	3,220 +54	+2%	+$5.66K	0.05%	256
2018 Q3	$334K	Hold	3,166	–	–	0.04%	279
2018 Q2	$337K	Hold	3,166	–	–	0.04%	271
2018 Q1	$340K	Hold	3,166	–	–	0.04%	265
2017 Q4	$346K	Buy	+3,166	New	+$346K	0.04%	271